# Job Card Summary
Job Card Summary is the costing snapshot for one job — header and shipping details, estimated versus actual cost and sale by service line, linked allocations, documents that are linked but not allocated, and child-job totals when the type allows them.
Overview
Go to Job → Job Card Summary. Pick a Job Card with the search button (Approved or Closed only), then click Generate.
You can also open this report by clicking a job number on Job Card Wise Report or Job Card Wise Profit.
Use Cases
- Job close-out — Compare estimated cost/sale on the card to allocated actuals before Mark As Closed.
- Missing allocations — Check Unallocated Transactions for invoices or expenses still sitting on the job without a line allocation.
- Master plus house BLs — On a parent card, review child-job totals and net costing together.
Sections
Job Card Info
Job Number, Job Type, Booking Party, Consignee, Shipper, Employee, Date, ETA / ETD.
Shipping Details
Shipping Line, Consignee, Bill of lading no, House Bill of lading no, Port of Loading, Port of Discharge, Container No, Container Type, Seal No.
Costing
One row per Job Card service line.
| **Column** | **Description** |
|------------|-----------------|
| Sl No | Line serial. |
| Account | Service item name. |
| Est Cost / Est Sale / Est Profit | Values from the Job Card line. Est Profit = Sale Amount − Cost. Shown in grey. |
| Actual Cost / Actual Sale / Actual Profit | From Job Card Allocations. Actual Profit = Actual Sale − Actual Cost. Negative profit is highlighted. |
The footer totals those columns.
Transactions
Allocations posted to this job.
| **Column** | **Description** |
|------------|-----------------|
| Date | Source document date. |
| Transaction Type | Sale Invoice, Purchase Invoice, Expense, Credit Note, or Debit Note. |
| Transaction ID | Source bill number. |
| Cost | Amount treated as cost (purchase, expense; debit note as a negative cost). |
| Sale | Amount treated as sale (sale invoice; credit note as a negative sale). |
Unallocated Transactions
Shown only when documents are linked to the job but have no allocation lines. Date, type, and bill number only — they do not enter actual cost or sale until you allocate them.
Sub Job Card Summary and Net Costing
Shown on a parent card whose Job Type has Has Child Job Card. Each Approved or Closed child appears with its own estimates and actuals. Net Costing adds parent + children.
Calculations
Actuals include allocations whose source document is Approved, Closed, or pending approval.
Actual sale = sale invoice allocations − credit note allocations
Actual cost = purchase allocations + expense allocations − debit note allocations
Actual profit = actual sale − actual cost
Estimated profit = sale amount − cost (Job Card lines)
Actions
- Generate — load the selected job.
- Export — download to Excel.
- Print — print the summary (title includes the job number).
FAQ
Why are actuals zero when I already created a sale invoice?
The invoice must be approved (or closed / pending approval) and must have Add Job Card Allocation mapping amounts to Job Card lines.
Can I open this for a draft job?
The picker lists only Approved and Closed cards.
What does Unallocated Transactions mean?
The document points at the job but no allocation lines were saved. Actuals ignore it until you allocate.